Software

Return to Tech & Services Areas of Focus

Baird’s Software practice brings insight and experience across all delivery models (cloud / SaaS, on-premise, hosted, etc.). We have built deep relationships and experience in several key verticals such as Education, Financial / Insurance Technology, Government & Public Safety, Healthcare, LegalTech and Leisure, Hospitality & Restaurants. Our software horizontal coverage also includes Industrial Software, Infrastructure & Cyber, RevGen, Supply Chain Management, and Governance, Risk & Compliance (GRC). Our middle-market focus and reputation of transaction execution excellence enable our team to deliver a great outcome for your company.

Baird's Perspectives on the Software Sector report cover large horizontal version

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Recent Transactions

UNICEPTA Holding GmbH and Paragon Partners

UNICEPTA Is Acquired by Stagwell

MetaCompliance Ltd.

MetaCompliance Sells Majority Stake to Keensight

Guidewire Software, Inc.

Guidewire Completes $690 Million Senior Notes Offering

Preparis Is Acquired by Mitratech

Intact GmbH and IMCap Partners

Intact Sells Majority Stake to CGE and Five Arrows

Bowmark Capital LLP

Bowmark Acquires Majority Stake in Turnkey

TA Acquires Divisions of Community Brands

Invafresh Holdings, L.P.

Invafresh Completes Merger with Upshop

Altor Equity Partners

Altor Acquires Majority Stake in F24

Providence Equity Partners

Providence Makes Equity Investment In Brandt

Blackstone Tactical Opportunities

Blackstone Makes Preferred Equity Investment In Buyers Edge Platform

Corlytics Limited

Corlytics Is Acquired by Verdane

ClearCaptions, LLC

Reservoir Completes Special Purpose Vehicle for ClearCaptions

SER Receives Strategic Growth Investment from TA

Incident IQ Receives Strategic Investment from Cove Hill

Health & Safety Institute

HSI Completes Minority Equity Recapitalization

Parchment Is Acquired by Instructure

OnProcess Technology, Inc.

OnProcess Is Acquired by Accenture

Klaviyo Completes $576 Million Initial Public Offering

Maplebear Inc. (d/b/a Instacart)

Instacart Completes $660 Million Initial Public Offering

Foundation Source Philanthropic Services, Inc.

Foundation Source Is Acquired by GTCR

Accela Receives Strategic Investment From Francisco

Arlington Capital Partners

Arlington Capital Partners Acquires Integrated Data Services

Maltego Technologies GmbH

Maltego Sale to Charlesbank

View More Transactions

Recent Software Team Insights

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WEBINAR: SaaS Business Valuation

Explore what the data shows with respect to whether growth or profitability is more important in affecting valuation.

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On the HR Horizon: Takeaways from HR Tech 2024

Baird's Human Capital Management Investment Banking team shares takeaways from annual HR Tech conference.

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Baird’s Annual Back to School EdTech Report

Baird Global Investment Banking’s EdTech team shares key sector themes in their annual back to school report

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Baird Software Update: Better Days Ahead

Baird’s Software team reflects on the year that was and provides perspectives on 2024

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Cyber in Focus: 9 Themes for Investors

Cybersecurity Software team shares insight from CEOs, investors and thought leaders in the cybersecurity ecosystem.

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Inside the Deal: How Incident IQ is Transforming K-12 Workflows

Baird’s Software team shares commentary on Incident IQ’s strategic investment from Cove Hill.

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Emerging Trends Across Legal and Compliance Technology & Services

Baird’s Legal and Compliance Technology & Services team share key insights from our conversations at Legalweek 2024.

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Baird’s Governance, Risk and Compliance Showcase

Baird’s 2023 Governance, Risk and Compliance Showcase spotlights trail-blazing companies that are evolving the GRC sector in new and innovative ways.

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Software Leaders Share Insights at Baird Silicon Slopes Event

Baird's annual conference brings together software leaders and investors to discuss key industry trends and drivers.

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Daniel M. Alfe Managing Director

Nick Anderson Managing Director

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Rhett Braunschweig Managing Director

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Jeremy Fiser Managing Director

Jordan Klein Managing Director

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Marco Krass Managing Director

Andy Livadariu Managing Director

Simon Pearson Managing Director

Justin Prichard Managing Director

Kristy Obuchowski Wallen Managing Director

Matt Russell

Matt Russell Managing Director

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Chase Sanders Managing Director

Alex Sevilla Managing Director

John Song Managing Director

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Bill Suddath Managing Director Co-Head of Global Healthcare Group

Jameson Weck Managing Director

John Sun Managing Director

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Jonathan Kirkland Director

Devansh Gupta Director

Lee Lenker Director

Chelsea Smith Director

Luke Stepien Director

News & Insights

            
M&A Recovery Right Around the CornerWe continue to expect a rebound in the M&A market during 2024 despite global deal counts remaining subdued in Q1.

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Software Quarterly UpdateThe Software Quarterly Update presents M&A and capital market trends and events that affect different companies within the sector. 

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Baird ECM Outlook – Stars Aligning for a 2024 ReboundWith 2023 behind us, 2024 is expected to deliver a more conducive environment for equity offering activity.

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